Co-CIO, Sr. Co-Portfolio Manager, Global Long/Short and US Growth Strategies
33 years of industry experience
Michael Grant manages investment team members and leads the portfolio management teams responsible for our Global Long/Short and US growth strategies. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Prior to joining Calamos in 2015, Michael founded Phineus Partners in 2002, where he launched a successful long/short strategy. Previously, he was a Managing Director of Schroder Investment Management with responsibilities over U.S. equity mandates. During his tenure at Schroders, he also served as Head of the Global Technology Team and Head of the U.S. Equity Team in London. Prior to that, Michael was a portfolio manager for the National Investment Trust Co. in Taipei, Taiwan and a U.S. equity analyst for the Principal Group in Canada. Michael earned a master’s degree from the London School of Economics, where he specialized in International History. He has Bachelor of Commerce from the University of Alberta, Canada.
Michael Grant discusses positioning considerations given his view that recession risks are low and politics are underpinning an improving economic cycle.
Michael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.
Michael Grant, Sr. Co-Portfolio Manager, takes a look at debt fears, deleveraging, and the implications for equities.
Michael Grant of our Global Long/Short Team shares his perspective on potential upside in the equity market.
Michael Grant, Sr. Co-Portfolio Manager, speaks to the recent meaningful upside surprise witnessed across U.S. manufacturing data.
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